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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

169 hedge funds and large institutions have $555M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 45

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0.68% more ownership

Funds ownership: 73.11%73.79% (+0.68%)

0% more funds holding

Funds holding: 169169 (0)

10% less capital invested

Capital invested by funds: $620M → $555M (-$65M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
169
Holders Change
Holders Change %
0%
% of All Funds
2.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
74
Reduced
45
Closed
23
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
+$551K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$63.6M +$8.72M +168,555 +15%
Bank of America
2
Bank of America
North Carolina
$37.7M -$24.1M -465,558 -38%
Wells Fargo
3
Wells Fargo
California
$30.3M +$5.02M +97,029 +19%
Morgan Stanley
4
Morgan Stanley
New York
$25.3M +$4.05M +78,191 +18%
UBS Group
5
UBS Group
Switzerland
$24.1M +$532K +10,288 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$23.9M +$1.95M +37,741 +9%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$23.4M +$1.87M +36,136 +8%
WWA
8
WCG Wealth Advisors
Nevada
$22.7M -$4.87M -94,045 -19%
MMA
9
Miracle Mile Advisors
California
$17.5M +$1.05M +20,337 +6%
MCWS
10
McKinley Carter Wealth Services
West Virginia
$17.2M -$391K -7,567 -2%
HighTower Advisors
11
HighTower Advisors
Illinois
$14.6M +$4.46M +86,229 +42%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$14M +$13.6M +263,125 +1,626%
BWM
13
Biltmore Wealth Management
Arizona
$13.7M -$118K -2,275 -0.8%
LPL Financial
14
LPL Financial
California
$12.7M -$1.18M -22,787 -8%
LFA
15
Legacy Financial Advisors
Kentucky
$10M +$1.32M +25,452 +15%
BCI
16
Brinker Capital Investments
Pennsylvania
$9.32M +$7.2M +139,223 +298%
APP
17
Avantax Planning Partners
Iowa
$8.67M -$3.06M -59,145 -25%
AF
18
Allworth Financial
California
$8.09M +$5.79M +111,884 +226%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$8.02M +$1.88M +36,338 +29%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.24M +$1.17M +22,671 +19%
WAAG
21
Wealth Alliance Advisory Group
Kansas
$7.09M +$7.32M +141,479 New
FA
22
Fermata Advisors
California
$6.97M +$7.2M +139,139 New
EFL
23
ERn Financial LLC
Wisconsin
$6.13M +$1.01M +19,460 +19%
Stifel Financial
24
Stifel Financial
Missouri
$5.89M +$146K +2,815 +2%
MW
25
MBL Wealth
North Carolina
$5.66M +$2.95M +57,045 +102%

MUNI Hedge Fund Activity: Q3 2022 in Review

169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2022, worth a combined $555M — down 10% from $620M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MUNI positions and 23 closed out — a net gain of 2 holders — while 74 added to existing stakes and 45 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $13.6M. The largest seller was Sand Hill Global Advisors, cutting an estimated $53.7M.

  • 169 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $555M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2022, down 10% quarter-over-quarter.
  • 25 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2022 and 23 closed out, a net change of +2 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2022 was Baird Financial Group, an estimated $13.6M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2022 was Sand Hill Global Advisors, an estimated $53.7M sold.

Based on aggregated 13F filings for Q3 2022.